GIPM
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G2 Investment Partners Management’s Cloudflare NET Stock Holding History

G2 Investment Partners Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.31M Sell
13,500
-3,763
-22% -$823K 0.6% 48
2026
Q1 		$3.56M Buy
+17,263
New +$3.29M 0.88% 38
2020
Q4 		– Sell
-7,000
Closed -$287K – 91
2020
Q3 		$287K Sell
7,000
-141,550
-95% -$5.42M 0.07% 74
2020
Q2 		$5.34M Buy
148,550
+98,650
+198% +$2.76M 1.26% 30
2020
Q1 		$1.17M Buy
+49,900
New +$971K 0.39% 56

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

G2 Investment Partners Management's NET Position: Q2 2026 in Review

G2 Investment Partners Management reduced its Cloudflare (NET) stake by 22% in Q2 2026, selling an estimated $823K and leaving 13,500 shares worth $3.31M. The position accounts for 0.6% of the portfolio, ranked #48.

G2 Investment Partners Management first reported a position in NET in Q1 2020 and has held it in 5 quarters since. The position peaked at $5.34M in Q2 2020. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • G2 Investment Partners Management held 13,500 shares of Cloudflare worth $3.31M as of Q2 2026.
  • G2 Investment Partners Management sold 3,763 Cloudflare shares in Q2 2026, an estimated $823K.
  • Cloudflare made up 0.6% of G2 Investment Partners Management's portfolio in Q2 2026, its #48 holding.
  • G2 Investment Partners Management first reported a position in Cloudflare in Q1 2020 and has held it in 5 quarters since.
  • G2 Investment Partners Management's Cloudflare position peaked at $5.34M in Q2 2020.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on G2 Investment Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.